In the News

2018 ACR Summit for Leaders Wrap-Up

More than 200 foundation representatives and nonprofit leaders attended the 2018 ACR Summit for Leaders on March 13, our annual policy program held as part of United Philanthropy Forum’s Foundations on the Hill. Coming on the heels of the first comprehensive tax reform legislation in over three decades, attendees were anxious to hear from leaders […]

Roundtable Submits Comments to Treasury on Foundation Use Of Donor-Advised Funds

The Philanthropy Roundtable has submitted public comment to the U.S. Department of Treasury detailing how donor-advised funds (DAFs) are a valuable tool for foundations in fulfilling their charitable purpose. The submission comes as Treasury has solicited public feedback on 1) how private foundations use DAFs to support their charitable purposes, and 2) how transfers of […]

ACR News 2.23.18 – More States Considering SALT Workarounds, Continued Support for Universal Charitable Deduction

>> Federal: Washington Roundup >> Federal: Universal Charitable Giving Act >> Local: State-level SALT Workarounds >> Invitation: ACR Summit for Leaders >> Consider This: How About Never? >> Top Reads: Outlook for 2018-19 Charitable Giving Mixed Washington Roundup Earlier this month lawmakers passed a bipartisan budget deal that would lift spending levels for defense and non-defense programs over […]

Federal Appeals Court Upholds New York Law Requiring Nonprofits to Disclose Privacy of Donors

A three-judge panel of the U.S. Court of Appeals for the 2nd Circuit upheld a New York law on February 15 that requires nonprofit organizations to disclose information such as names, addresses and contributions of certain donors. The lawsuit involved both a 501(c)3 charity and a related 501(c)4 social welfare organization. “We find that the […]

Doughn’t Fret: A Fun Explanation of How Changes to the Tax Code Could Affect You

Taxes can be complicated… but not in Richard Rubin’s world! In a video series titled Talking Taxes, the Wall Street Journal’s tax policy reporter explains different aspects of the tax code in a unique and entertaining way. Rubin lightens the discussion of taxes in his latest video, using a massive pile of cookie dough to […]

Who’s SALTy? A Roundup of the States Trying to Use “Charitable” Donations as SALT Deduction Cap Workarounds

As states inch closer to implementing policies using the charitable deduction as an avenue to skirt the new cap on the deduction for state and local taxes (SALT), a recent opinion piece by Suzanne Garment and Leslie Lenkowsky in The Chronicle of Philanthropy details the importance of treating philanthropic contributions and government money as two […]

ACR News 2.02.18 – Taxes and Charitable Giving Are Not the Same

>> Federal: Washington Roundup >> Federal: First Quarter 2018  >> Federal: Left-Overs from the Tax Reform Bill >> Federal: ACR Summit for Leaders >> Consider This: Taxes and Charitable Giving Are Not the Same >> Top Reads: Charity and Taxes: 4 Questions Answered Washington Roundup The House and Senate were in session earlier this week and the […]

Taxes and Charitable Giving Are Not the Same

Over the years, there have been numerous ways that people and institutions have employed to “repurpose” themselves as charities – in most cases for tax benefits.  Such schemes rarely work out well, as orthopedic surgeon and minister of the Church of Compassionate Service Dr. Timothy Dale Jackson might tell you. If, that is, you can […]

ACR News 1.12.18 – Tax Work Continues While States Get Creative

>> Federal: Washington Roundup >> Federal: No Budget, No Reconciliation >> Federal: Chairman Hatch Announces Retirement >> Federal: New Tax Writers and Subcommittee Chairs >> Federal: State-level SALT Workarounds >> Federal: ACR Summit for Leaders >> Consider This: Tax Work Continues >> Top Reads: Charities trying to gauge impact of federal tax reform on giving Washington Roundup […]